Equity Holdings Limited (EQT) - Research

$27.0000.2 (0.75%)
Prices as at 16:40, 26 Apr 2019

EQT Current Share Price+

Current Price $27.000
Open $26.850
High $27.220
Low $26.070
Last Close $26.800
Volume 10667
Price Movement $0.20 ( 0.75% )
  • +Security prices are delayed by at least 20 minutes and are indicative only.

EQT General Information

Equity Holdings Limited
EQT
http://www.eqt.com.au
Asset Management & Custody Banks
554
21

EQT Company Overview

Business Description

EQT Holdings Limited (EQT, formerly Equity Trustees Limited) is a financial services company which provides financial products and services and include wealth management, estate planning, managed funds, superannuation, institutional services and philanthropy. EQT operates in Australia and has two business units which are Trustee & Wealth Services and Corporate Trustee Services.

EQT Financial Summary

Year to Jun NPAT EPS EPS chg (%) PER DPS Yield (%) Franking (%)
2018 A 19.43 96.90 26.00% 20.00 82.00 4.20% 100.0%
2017 A 15.44 76.90 15.70% 23.10 71.00 4.00% 100.0%
2016 A 13.29 66.50 -23.70% 28.60 68.00 3.60% 100.0%

EQT Peer Comparison

Company Mkt Cap EPS Growth (%) P/E (%) Dividend Yield (%)
2016 A 2017 A 2018 A 2016 A 2017 A 2018 A 2016 A 2017 A 2018 A
Equity Holdings (EQT) $549M 0.2599 0.0000 0.0000 27.6086 0.0000 0.0000 3.07% 0.00% 0.00%
IOOF (IFL) $2,317M 0.5416 0.0113 0.0469 12.2290 12.0923 11.5506 8.18% 7.56% 7.58%
Magellan Financial Group (MFG) $7,452M 0.3568 0.2415 0.0692 27.1817 21.8939 20.4769 3.20% 4.10% 4.38%
Pendal Group (PDL) $2,827M 0.1207 -0.1712 0.1015 12.3352 14.8836 13.5127 5.85% 5.60% 6.07%
Platinum Asset Mgmt (PTM) $2,933M 0.0325 -0.1645 0.0782 15.2579 18.2615 16.9377 6.40% 5.43% 5.77%

EQT Market Comparison

Earnings P/E Ratio P/B Ratio P/E Growth
Company 0.00 27.70 2.14 0.00
Market 0.95 16.70 1.52 1.56
Sector 1.07 13.60 1.02 1.84

EQT Directors

Name Position Start Date
Mr Michael (Mick) Joseph O'Brien Executive Director, Managing Director 28 Jul 2014
Mr Timothy (Tim) Edward Douglas Hammon Non-Executive Director 1 Dec 2018
Mr Kevin John Eley Non-Executive Director 25 Nov 2011
Ms Anne Maree O'Donnell Non-Executive Director 8 Sep 2010
Ms Alice Joan Morrice Williams Non-Executive Director 5 Sep 2007
Mr David Glenn Sedgwick Non-Executive Director 8 Aug 2016
Hon Jeffrey Gibb Kennett Non-Executive Director, Non-Executive Chairman 1 Sep 2008
Mr James (Jim) Raymond Minto Non-Executive Director, Non-Executive Deputy Chairman 1 Mar 2017

EQT Management

Name Position
PD Gentry Chief Financial Officer and Chief Operating Officer
Carmen Odette Lunderstedt Company Secretary
HH Kalman Executive General Manager, Corporate Trustee Services
IC Westley Executive General Manager, TWS Private Clients
SL Redenbach General Manager, Human Resources
MA Blair General Manager, TWS Superannuation Portfolio Services

EQT Substantial Shareholders

Holding Name
1,367,218 (6.72%) Regal Funds Management Pty Limited
1,303,232 (6.53%) Australian Foundation Investment Company Ltd
1,247,303 (6.13%) UBS Group AG and its related bodies corporate
1,164,756 (5.74%) Avoca Investment Management
1,019,174 (5.03%) Bank of America Corporation and its related bodies corporate

EQT Calendar of Events

Date Event
24 February 2020 Report (Interim)
06 September 2019 Report (Annual)
21 August 2019 Report (Prelim)
21 August 2019 Report (Annual)

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